Insightful Consultations Client Intake Form

What Tax Year are you Filing For?*

Are you Filling out this form for a Quote Only ?

Please Note, that if this is for a Quote only you are required to send a processing fee of $25 to the desired Cash App mentioned $SkyeBJones. If you decide to be a client then the fee will be deducted from my preparer fee.

Name*

First NameLast Name

Address (If Different from ID)*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Email

example@example.com

Phone Number*

Please enter a valid phone number.

What City/County Do you reside in?*

What is your Social Security Number?*

Do You have an IRS IP-PIN?*

YesNo

If Yes, Please enter your IRS IP-PIN*

Whats your Filing Status?*

SingleHead Of HouseholdMarried Filing JointlyMarried Filing Separately

Spouse Information*

First NameLast Name

Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Email

example@example.com

Phone Number*

Please enter a valid phone number.

What City/County Do you reside in?*

Do you have any Dependent(s)?*

yesno

Enter Each Dependent Personal Information*

	Full Name	Date Of Birth	Social Security Number	Relationship	DisabledY/N
Dependent 1
Dependent 2
Dependent 3
Dependent 4

Do you pay for Childcare?*

yesno

If Yes, Please Provide the care provider information.

	Name of Provider	Address	Phone	How Much?	How often?
Dependent 1
Dependent 2
Dependent 3
Dependent 4

Do you have insurance through the federal marketplace . If yes be sure to upload your 1095-A Form.*

yesno

Are you or any of your dependents in college? If so, Enter the name of the school, and the length of the time that you or your dependent(s) been in college.

Do you own or rent a property for profit?

YesNo

If yes, Please enter the Income from your real estate and royalities .

	Physical Address of Property	Type of Property ( Single Family, Multi-Family, Vacation)	Rent Received	Royalties Received
Property 1
Property 2
Property 3
Property 4

Expenses/Loss of Real Estate or Royalties

	Advertising	Auto/Travel	Cleaning/Maintenance	Comissions	Insurancr e	Repairs/Utilities/Supplies
Property 1
Property 2
Property 3
Property 4

Do you have a cash business?

If yes, Enter the details of your business . (Type of business, Name of business, EIN, Business Profit Information).

Earnings/Gross Profit

	Amount
Advertising
Office Expenses
Rent/Lease Expenses
Repairs/Maintenance
Supplies
Travel Epenses
Meals
Other

Do you use a Vehicle for your Business?

Vehicle Expense Information

	Type of Vehicle	Month/Date/Year Vehicle was placed in Service	Vehicle Mileage for the month of January-June	Vehicle Mileage for the month of July-December
Vehicle 1
Vehicle 2
Vehicle 3

Please provide any additional information about your business as needed.

Do you Owe the IRS or Have any other debt which may cause garnishment of you tax return?*

YesNoUnsure

If yes, Please enter the amount you owe.

Enter the amount of your refund you received in the PREVIOUS tax season .

What was your Previous Year AGI (Annual Gross Income)

How do you want to receive your refund?

CheckDirect Deposit

Name of your Financial Institution?

What is your Account Number?

What is your Routing Number?

What Kind of account is it ?

CheckingSavings

Please insert here any additional information you want me to know about your taxes.

How did you hear about Insightful Consultations, LLC?

Enter the name of the person if you were referred.

Please upload any and all required documents to properly prepare your taxes .( Identification/Social Security Numbers of everyone being filed on your taxes, any type of tax related forms/documents, receipts,etc.)*

Insightful Consultations Client Engagement/Contract

Dear Client,

Here at Insightful Consultations, we appreciate you choosing to trust us and working with us. In this opportunity of working with you regarding your income tax we would like to ensure a complete understanding between us. We are setting forth the pertinent information about the services that we will perform on your behalf and our guidelines.

Information Provided to us from you as the Client to the IRS

Insightful Consultations is not responsible if the taxpayer provides us with incorrect information (i.e., social security numbers for self, spouse, or dependents, last names, birth dates). This may delay your refund. Insightful Consultations is not responsible for any IRS audits. All information obtained from the taxpayer and/or spouse must be presentable if the IRS audits your tax return. Insightful Consultations is not responsible for any incorrect tax figures provided by the taxpayer and/or spouse. If your tax figures change you will need to file an Amendment. Prices may Vary. If you have any federal or government debts (i.e., school loans, child support, DPP, DFCS, etc.) There is a chance that your refund will be applied towards your debt. You can call the offset department at 1-800-304- 3107 or 1-800-829-7650 to see if your refund will be partially or fully taken.

If your refund is taken for any reason via the IRS

If your refund is fully taken you are responsible for paying the preparation fees. Insightful Consultations provides the taxpayer with ONE complimentary copy of their tax return via email. Should you need any additional copies, there is a $25 fee per copy (federal and state included). Insightful Consultations is not responsible for any discussions or changes the IRS or bank may make on disbursement dates, filing status or any other required information.

Insightful Consultations is not responsible for any IRS glitch problems or IRS problems that may cause a delay in your tax refund. We DO NOT reimburse any bank fees or preparer fee in the event of any occurrence once your return is processed.

Your Confidentiality

As your tax preparer, I promise confidentiality:

Your tax information with not be knowingly nor recklessly disclosed. Under Internal Revenue Code (IRC) §6713. The Disclosure or use of information by preparers of returns and its concomitant regulations, a tax preparer must obtain the consent of a taxpayer before disclosing or using the taxpayer’s tax return information when that consent is required.

Our Privacy Disclosure For Insightful Consultations, LLC

At Insightful Consultations, we value and prioritize the privacy of our clients. This Privacy Disclosure outlines our practices concerning the collection, use, and protection of your personal information. By using our services, you consent to the practices described in this disclosure.

The Information We Collect

We collect and process the following types of personal information:

1. Contact Information:

· Name

· Address

· Phone Number

· Email Address

· Other Contact Information

2.Financial Information

· Income

· Any tax-related documents

· Bank account information

· Any other financial data necessary/requested for tax preparation.

3. Identification Information

· Social Security numbers

· tax identification numbers

· Any other identification documents as required by tax authorities.

How We Use Your Information

We use your personal information for the following purposes:

1. Tax Preparation: To prepare accurate and compliant tax returns on your behalf.

2. Client Communication: To communicate with you regarding your tax matters, updates, and inquiries.

3. Compliance: To ensure compliance with tax laws and regulations.

Information Sharing

We do not sell, trade, or rent your personal information to third parties. However, we may share your information with:

1. Government Authorities: To fulfill legal requirements and reporting obligations.

2. Service Providers: Third-party service providers who assist us in providing tax preparation services.

Data Security

We employ industry-standard security measures to protect your personal

information from unauthorized access, disclosure, alteration, or destruction.

Your Choices

You have the following rights regarding your personal information:

1. Access: Request access to your personal information we have on record

2. Correction: Request corrections to any inaccuracies in your personal information.

3. Deletion: Request the deletion of your personal information, subject to legal obligations. However, we are required by the regulations of the Internal Revenue Service to maintain records for a min of 36 months.

Contact Us

If you have any questions or concerns about this Privacy Disclosure or wish to exercise your privacy rights, please contact us at SkyeBJones27@gmail.com

Changes to this Disclosure

We reserve the right to update this Privacy Disclosure to reflect changes in our practices. Any updates will be posted on our website with an updated effective date.

Slander

Client agrees not to make any false statements, representations, or engage in any conduct that may harm the reputation of Insightful Consultations, LLC.

This includes, but is not limited to, making defamatory statements, whether written or oral, online or offline. Any breach of this clause may result in immediate disengagement and legal action to recover damages for harm caused to the business's reputation and income.

Consent and Agreement

By submitting this application, I acknowledge and agree to provide my personal information, including but not limited to my full name, date of birth, social security number, current address, banking information, and any other necessary details. I understand that this information is required for verification purposes, accurate tax return preparation, and to ensure the timely processing of any refunds, credits, or payments I may be eligible to receive.

I confirm that all the information provided is accurate and up-to-date. I further consent to the use of this information solely for the purposes outlined above and acknowledge that it will be handled with the utmost confidentiality and in compliance with applicable laws.

By signing below, I confirm my understanding and consent.

Please Sign here that you have thoroughly reviewed and agreed to the Client Contract .*

Insightful Consultations Client Intake Form

Dependent Information